See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $23,344 |
Service code 49 | Other Services | $4,801 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,129 |
Filed as: VOYA RET INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $567 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATTI, OH 45246 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,165 | $65,061-58.2% | $143,757-81.1% | $66,914-59.4% |
| Participation rate | 83.3% | 65.2%+18.1pp | 80.3%+3.0pp | 69.8%+13.5pp |
| Annual return | -17.80% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,029 | $2,361-14.1% | $4,951-59.0% | $2,544-20.3% |
| Participant deferral / active EE | $2,871 | $2,919-1.6% | $5,637-49.1% | $4,237-32.2% |
| Admin fee / account holder | $35 | $502-93.0% | $14,673-99.8% | $593-94.0% |